Pension Clerk

5 days ago

Winnipeg, Canada Coughlin Winnipeg Full time

We are seeking a Pension Clerk to join our Coughlin team in Winnipeg, MB.

The Pension Clerk is responsible for supporting to the Pension Department in such areas as correspondence, calculations, electronic data and document management, projects, mail outs and other tasks as required. Additionally, the Pension Clerk learns basic pension terminology and procedures in order to assist with file processing and correspondence related to follow ups, enrolments, address changes, beneficiary changes and other work as required.

**The Pension Clerk will**:

- Add, change, or delete member information in the database system.
- Maintain a variety of logs and lists that track the activities of the Pension Department.
- Create and maintain individual pension files containing the member’s account details, benefit calculations, and correspondence.
- Process requests, enrolments, updates, changes, and other pension related duties.
- Prepare individual and batch pension cheque requisitions.
- Maintain a comprehensive knowledge and understanding of pension related terminology and practices.
- Perform electronic data and document maintenance to include scanning, faxing, filing, destroying, photocopying, data entry and any processes required to prepare documents for these actions.
- Verify work and data in the scope of the position for accuracy and completion.
- Prioritize work to ensure effective time management.
- Assist the Pension Department with requests when required.
- Mail forms, booklets, bulletins, and other matters as required. Correspond with members to follow up on previous correspondence sent by Pension Administrators.
- Liaise with union halls, plan sponsors, consultants, and other internal parties on behalf of members.

**To be successful as a Pension Clerk**with Coughlin & Associates, you will need**:

- Education/skills acquired at a secondary level or higher.
- Sound knowledge of Microsoft Office and advanced Microsoft Excel skills.
- Superior data entry skills and sound knowledge of standard office administration procedures.
- Excellent customer service skills.
- Excellent grammatical, spelling, and communication skills.
- The ability to use tact and discretion to maintain information in the strictest of confidence.
- Knowledge of the administration of Pension Benefits and of the particular policies for each of the administered groups.
- Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively.
- Strong mathematical and reconciliation skills.
- The ability to adhere to existing company policies and procedures.

**What’s in it for you**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation

Coughlin & Associates Ltd. is a premier independent firm specializing in group benefits and pension consulting and administration. With offices in Ottawa and Winnipeg, we provide comprehensive services to a wide range of clients, including corporations, unions, and public service organizations across Canada.

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